Topics CoveredEffective tax planning is required for privately held and family business estate and succession planning as it impacts the value of the company, the family's wealth and the amount of wealth to be passed to the next generation. Acquisitions also have important tax implications that must be carefully considered as well.

When should you be concerned about estate and succession planning? What is the best method to align personal interests with business strategy?How does compensation evolve as leadership of the family business transitions from one generation to the next? How do you convince reluctant family members or partners in discussing succession, retirement or death?How do you transfer your business to the next generation through estate planning? What strategies do you consider to save taxes?What are the pros and cons of growth by acquisition for your company? What are the potential tax consequences of rapid growth?

Selected Speakers

James E. Carreon \ Principal, Mergers & Acquisitions, KPMG

Jim has considerable experience in tax planning and structuring of transactions for public and privately held clients. His practice principally concerns addressing complex tax issues associated with transactions. He regularly advises on the various tax aspects related to domestic and international acquisitions, reorganizations, joint ventures, dispositions, and recapitalizations.

Al E. Osborne \ Senior Associate Dean & Professor, UCLA Anderson

Al is Senior Associate Dean, Professor of Global Economics, Management and Entrepreneurship and founder and faculty director of the Price Center for Entrepreneurship and Innovation at UCLA Anderson.

A corporate governance expert, Dr. Osborne formed a Director Education and Certification Program designed to help officers and directors of public, private and not-for-profit organizations prepare for the fiduciary duties and legal responsibilities of governance.

Terry is the partner in charge of the Compensation and Benefits (CAB) practice for the West region with more than 22 years of business experience providing compensation and benefits consulting assistance to Fortune 1000 companies and privately held companies in all the tax aspects of employee benefit plans and arrangements, specializing in executive compensation.

Sabrina Ho Stimel \ Partner, Alternative Investments, KPMG

She is a tax partner in the San Francisco office, specializing in providing tax compliance and consulting services to high net worth individuals, family offices and closely-held businesses. Sabrina specializes in a wide array of complex individual, trust, estate, gift, and private foundation tax matters. Sabrina’s current and past clients include the managing partner group of large alternative investment funds and single- and multi-family offices which invest in alternative investment funds.

Registration Students $15 • Alumni and Others $20

The special rate is made possible by the Steinbeck Family Business

Endowment and our sponsors.

The Harold and Pauline Price Center for Entrepreneurship & Innovation, a recognized leader in entrepreneurial education and research, oversees teaching, research, extracurricular and professional development related to entrepreneurship at the UCLA Anderson School of Management, serving our students, alumni and the entrepreneurial business community.

110 Westwood Plaza, A202
Los Angeles,
CA 90095

Wednesday, November 9, 2016 from 5:30 PM to 7:30 PM (PST)

Organizer

The Harold and Pauline Price Center is an internationally recognized leader in entrepreneurial education and research. With a distinguished faculty as its cornerstone, the Center serves as a catalyst in developing transformational courses and programs, while embracing the advantages of its Los Angeles location and UCLA home. We foster a spirit of innovation in individuals, enhance the managerial capacity of organizations, and prepare entrepreneurial leaders who provide significant social and economic value.

Impact@Andersonlaunched with a mission to inspire, educate and challenge the next generation of leaders to be social change makers. It operates with a three-pronged approach to value creation: 1) Building core competencies in impact for Students, 2) Elevating the social impact Sector through thought leadership, research and shared learning, 3) Creating value for Society by connecting impact organizations to business acumen.

The UCLA Anderson School of Management is perennially ranked among the top-tier business schools in the world. Award winning faculty renowned for their research and teaching, a highly selective student body, successful alumni and world-class facilities combine to provide an extraordinary learning opportunity. Established in 1935, UCLA Anderson provides management education to more than 1,500 students enrolled in fulltime, part-time and executive MBA programs and academic master’s and Ph.D. programs.